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    US ban on Chinese optical modules could disrupt AI supply chain
    1h 0min ago
    Old LCD fabs are being repurposed as AI advanced packaging hubs
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    Exclusive: STATS ChipPAC plans broad price hikes in 2H26 as AI demand stays strong
    1h 0min ago
    Interview: Nvidia exec on progress of CPO production and pluggable optics
    1h 0min ago
    Eclusive: Wistron lands Oracle AI server order as it adds Lenovo and HPE
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    China auto exports shift from price wars to value wars
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    NEWS TAGGED SAMSUNG
    Thursday 6 August 2026
    Apple scrambles to secure DRAM as US$1 billion worth of iPhone 18 chips reportedly await packaging

    Apple and its manufacturing partners are rushing to secure mobile DRAM ahead of the expected launch of the iPhone 18 lineup, as about...

    Thursday 6 August 2026
    Samsung to pay Netlist up to US$897 million to settle memory patent dispute

    Samsung Electronics will pay Netlist up to US$897 million in gross licensing fees over five years under a series of agreements that settle...

    Thursday 6 August 2026
    GlobalFoundries 2Q analysis 2/2: US subsidies, Taiwan rhetoric and GF's silicon photonics test
    GlobalFoundries (GF) often presents itself as an essential pillar of US semiconductor sovereignty. That claim is partly true, but requires qualification.
    Thursday 6 August 2026
    Samsung pitches 5nm as HBM4, Nvidia orders push 4nm lines to full capacity
    Samsung Electronics' foundry arm is stepping up sales of its 5nm process as its more advanced 4nm capacity is expected to remain fully booked through 2027, driven by HBM4 base-die...
    Thursday 6 August 2026
    Apple's CXMT play reportedly backfires on DUV limits, giving Samsung and SK Hynix more DRAM leverage

    Apple's attempt to use China's ChangXin Memory Technologies (CXMT) as leverage against Samsung Electronics and SK Hynix has backfired...

    Thursday 6 August 2026
    Memory shortages squeeze smartphone shipments, leaving Chinese brands to sell the AI upgrade

    The global smartphone market is approaching an unusual turning point in the second half of 2026. Artificial intelligence has become...

    Thursday 6 August 2026
    DRAM price surge lifts Samsung and Micron as SK Hynix loses share
    Samsung Electronics and Micron Technology are benefiting more strongly from rising conventional DRAM and NAND prices than SK Hynix, whose focus on high-bandwidth memory (HBM) has slowed...
    Wednesday 5 August 2026
    Foldable smartphone shipments are set to rise 20% as Apple enters the market
    Global foldable smartphone shipments are expected to increase 20% in 2026 from 2025, according to industry players cited in the source, even as the broader handset market faces tighter...
    Wednesday 5 August 2026
    Foldable phone demand shifts as wider models challenge flip designs
    Foldable phone makers are facing a more segmented market as wider book-style devices gain ground and Samsung Electronics expands its lineup, with the next major demand test expected...
    Wednesday 5 August 2026
    Samsung, SK Hynix expansion puts Korea's chip supply chain to the test

    Daeduck Electronics plans to invest KRW497 billion(US$349.50 million) in semiconductor production facilities through 2027, its second...

    Wednesday 5 August 2026
    Samsung, SK Hynix reportedly test AMEC tools to guard against tighter US curbs
    Samsung Electronics and SK Hynix reportedly began testing etching equipment from China's Advanced Micro-Fabrication Equipment (AMEC) about two years ago for possible use at their Chinese...
    Wednesday 5 August 2026
    FMS 2026 opens with major memory makers present, but CXMT missing from exhibitor list
    FMS 2026 opened in Santa Clara with Samsung, SK Hynix, and Micron highlighting AI memory plans, while China's CXMT was absent from the official roster. The omission is drawing attention...
    Wednesday 5 August 2026
    Samsung previews zHBM stacked-on-logic concept, 400-layer bonded NAND at FMS 2026
    Samsung Electronics used the Future of Memory and Storage (FMS) 2026 conference to lay out an AI memory roadmap built around 3D architecture, previewing two concept models —...
    Wednesday 5 August 2026
    Research Insight: Samsung indicates diversification in AI memory demand, LTA reshapes supply
    Samsung Electronics' memory business was the clear focus of its second quarter 2026 earnings call, accounting for about one-third of the Q&A session. DIGITIMES Intelligence said...
    Wednesday 5 August 2026
    From factories to consumers: Samsung's long retreat from China enters its final chapters

    Samsung Electronics' latest move to scale back its smartphone retail network in China marks another milestone in a years-long restructuring...

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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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